- Edward Jones (Dallas, TX)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! Edward ... management offering tailored to meet the unique needs of high net worth clients and...(ie- tax, estate, investment management, business owner, executive compensation, insurance ) and external subject matter experts to deliver a… more
- Charles Schwab (Westlake, TX)
- …Senior Wealth Consultant at Charles Schwab you are responsible for providing high -touch service, on-going comprehensive guidance and advice to clients in the context ... planning, investment management, retirement planning, education planning, active trading, banking, insurance , and lending needs. + Manage a practice of primarily… more
- Truist (Dallas, TX)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... a broad range of wealth products and services to high net worth individuals. Following...credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention… more
- World Insurance Associates, LLC. (Houston, TX)
- …access to resources to help any client solve any challenge, including traditional commercial lines insurance , high net worth / private client, employee ... World Insurance Associates ("World") is a unique financial services...2011, World is one of the fastest-growing, Top 25 insurance brokers in the US with nearly 3,000 employees… more
- Truist (Fort Worth, TX)
- …advanced planning advice to current and prospective clients with a primary focus on Ultra- High Net Worth (UHNW) clients and prospects. Engages in activities ... and other planning information for High and Ultra- High Net Worth clients and...investments, debt management, retirement planning, employee benefits, stock options, insurance , and estate planning 4. Track record of helping… more
- Comerica (Dallas, TX)
- Job Description Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra- high net ... cash flow analysis and budgeting, and risk management to ultra- high net worth clients. Uses...plans + Series 7 + Series 66 + State Insurance License Preferred: + CFP or CTFA, CFA, CPA,… more
- CIBC (Austin, TX)
- …As a **Relationship Manager,** you'll focus on growing direct revenue, retaining high - net - worth client relationships, and expanding business within your ... Succeed** + **Manage client relationships:** Oversee a portfolio of high - net - worth clients to ensure strong...needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance , Disability, and Other Insurance Plans, Paid… more
- Wells Fargo (Dallas, TX)
- …+ Relationship management and asset management experience in an environment serving private, high net worth clients + Demonstrated ability to develop ... access to Wells Fargo Bank products and services to high - net - worth and ultra- high -...+ Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident … more
- Citigroup (Houston, TX)
- …enhance its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. **Responsibilities:** + ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- Bank of America (Beaumont, TX)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... across the business to increase opportunities for affluent and high net worth client acquisition...(CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client… more